MINERVA WEALTH ADVISORY

Overview

Minerva Wealth Advisory is an independent registered investment adviser formed in 2020 that serves individuals, families and small-business owners. The firm delivers financial planning and discretionary portfolio management, charging a mix of percentage-of-assets, hourly and fixed fees. Its investment posture is equity‑oriented: filings show a strong preference for exchange‑traded securities and ETFs as the primary implementation tools rather than heavy allocations to private alternatives or direct real assets. Minerva operates as a boutique, owner‑managed RIA focused on customized portfolios for a relatively small client base. The adviser is not an active ESG investor and does not present itself as a capital allocator to outside alternative fund managers; instead, it appears to concentrate on liquid public market strategies and mutual funds to build client exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices